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Going independent
Where the recruiting momentum is shifting now
This year has seen more moves, bigger moves and more expensive moves.
In latest Wells Fargo exodus, $351M team goes indie with LPL
The four advisers joined the more than 500 lost by the wirehouse in the last nine months.
Voices
The real reasons advisers are going indie
Barry Ritholtz
Founder
Ritholtz Wealth Management
What used to be a complex and expensive barrier to entry for independent RIAs has now become much simpler and cheaper.
$230M Wells Fargo team goes indie with Raymond James
The two advisers bolted in a quarter that saw their ex-firm lose 130 advisers.
Seeking better tech, $200M Wells Fargo adviser strikes out on his own
"With 15,000 financial advisers, it's hard to change financial planning software. It's hard to change the day-to-day stuff," adviser Jim Denholm III says.
$1B Merrill private banking team goes indie with Dynasty
The platform provider has inked partnerships with 45 RIAs since 2010 and 10 so far this year.
Biggest breakaways in '17: Teams with $10.5B go indie with Dynasty
The firm isn't the only one benefiting from a still strong breakaway movement.
HighTower loses $3B advisers, gains high-profile executives
Two large RIAs cut ties with HighTower but new hires include a branding strategist who created Jim Cramer's 'Mad Money.'
Voices
Is your job a calling? Explaining the breakaway movement
Carolyn McClanahan
Director of Planning
Life Planning Partners
Here's how to create a corporate culture that advisers and clients want to be associated with.
$245M Morgan Stanley team goes independent
The group says it wanted to offer clients greater transparency.
See more Going independent
